Hi, there.

Welcome back to the Inspire Advisor dashboard.

Please let us know if you are unable to find specific information here that you are looking for.
Give us a call at (877) 859-6383 or email us at inspire@inspireadvisors.com

Practice Management

Firm-provided resources to help run your BEST, biblically aligned practice for the glory of God.

Robust financial technology including reporting, billing, trading, compliance, business intelligence, marketing, data services, financial planning and much more

Orion Login

One integrated solution including Teams, OneDrive cloud storage, and Office apps with advanced security options

Microsoft Login

Access your custom @inspireadvisors email address

Encryption Use Instructions

Microsoft Login

Faith-based ESG scored investment options matched precisely with your client’s unique values and tracked over time with customizable reports

Insight Pro Login

Easily request impact reports for your clients by using our online form

Access Online Form

Get discount on your Fedex account through LPL Financial

Discount Instructions

Technology

Our list of vendors to help streamline your workflow.

RECOMMENDED

Customer relationship management. Use discount code "LPL" to receive corporate discount

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RECOMMENDED

Comprehensive website & marketing platform for advisors

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RECOMMENDED

E-sign & PDF management included technology as part of the monthly affiliation fee TD Ameritrade

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Products


RECOMMENDED

(800) 321-6064
Select Annuities, then Sales

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RECOMMENDED

(800) 454-9272

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RECOMMENDED

(800) 435-4000

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RECOMMENDED

(623) 201-0674,
tcase@epicrps.com

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Custodians

TD Ameritrade

(800) 454-9272

Charles Schwab

(800) 435-4000

LPL

(800) 877-7210

Folio

(888) 230-5635

REIT

Cantor Fitzgerald

Tom Fraser
Work (212) 829-5202
Cell (914) 260-0277

Inland Sec

(800) 323-6122
Press 3 to speak to wholesaler

Retirement

FTJ

Kim Anderson, Phil Bickson
(800) 821-7303

Aspire

(866) 634-5873
Option depends on product

MERP

Jerod C. Fenton, CFP®, AIF®
(760) 705-3517

IPX

Richard Moser
720.439.7963 (o)
303.898.2441 (c)
richard.moser@ipxretirement.com

Structured

First Trust

Ben Johnson

(206) 512-9216bjohnson@ftportfolios.com

Brand Resources

Be proud of the Inspire Advisor Brand.

Brand Assets

Head over to the brand page for all the assets you’ll need to get started.  Logos, email signature, letterhead and more!

Brand Assets

Marketing Materials

Digital and printed materials ready to serve you

Pull-Up Banners

33.5" x 79" Banner - Sized for print at 4Imprint.com

Inspire Advisors Pull-Up Banner
Digital DownloadPrint DownloadFinRA Letter
Meet the Smiths Pull-Up Banner
Digital DownloadPrint DownloadFinRA Letter

Presentations

Blind Spot In Your Portfolio

Present to clients the case for why ESG investing needs to be a focal point in their investment portfolios and share Inspire's unique Faith-based approach to ESG investing.

Digital DownloadPrint DownloadFinRA Letter
Introduction to BRI - Client Facing - Powerpoint

“How to find the good in a negative world.” This Inspire overview covers methodology of Inspire investments and our approach to BRI as well as a high-level view of each investment opportunity.

Digital DownloadPrint DownloadFinRA Letter
The Fiduciary Case for ESG

How Inspire’s faith-based ESG factor methodology can help investors pursue differentiated alpha, quality tilt and systemized risk mitigation, regardless of faith-based/ESG mandates or not.

Digital DownloadPrint DownloadFinRA Letter
National Admin Office: 3597 E Monarch Sky Ln, Suite 330 Meridian, ID 83646; Phone: (877) 859-6383 Investment advisory services offered through Inspire Advisors, LLC, a Registered Investment Advisor registered with the SEC.

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